| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BCP Investment Corp | Director | Common Stock | 7,336 | $99,989 | $13.63 | 12 Dec 2025 | Direct |
| Opportunistic Credit Interval Fund | Director | Common shares of beneficial interest | 0 | 20 Apr 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BCIC | BCP Investment Corp | 12 Dec 2025 | 1 | +$99,990 | 4 | Director | 16 Dec 2025, 16:38 |
| SOFIX | Opportunistic Credit Interval Fund | 20 Apr 2022 | 0 | $0 | 3 | Director | 28 Apr 2022, 09:40 |
| LRFC | Logan Ridge Finance Corp. | 01 Jul 2021 | 0 | $0 | 3 | Director | 21 Jul 2021, 18:18 |